Disciplined Investors

Disciplined Investors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 8 advisors are listed here.
• Its Form ADV reports 8 employees and 480 individual clients, 168 of them high net worth.
• Its average account is about $577,000 (assets it manages divided by its 1,632 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Disciplined Investors fees

Disciplined Investors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Alexandra Kazanas

• Angelo Ochoa

• Paris Hookham

• Reid Higgins

• Russell Livesay

• Sabrina Moore

• Terra Penner

• Todd Stoner

Other fee-only firms in Texas

• Divorce Financial Expert · Flower Mound
• Domani Investments · Sugar Land
• Double Eagle Wealth Management · Dallas
• DPH Financial · Pearland
• Drumond Wealth Management · Katy
• Dutton Financial Planning · Aledo
• Dversify · Georgetown
• Earls Financial LLC · Fort Worth

Fee-only advisors in Texas